1. Open the Teams app to manage users
Click the Teams app to access team management.
In this view, you can see all active users.
From here, you can manage user access and team structure.
2. Update user access or revoke access
Select a user to edit their role.
Choose the appropriate access level:
Seller
Selling Manager
Company Admin
If needed, revoke access for a user.
3. Review pending invitations
Check the list of pending invitations.
This helps you track users who have been invited but have not yet joined.
4. Create a new team
Click the New Team button.
Enter a team name.
Assign the team manager.
5. Add members to the team
Open the team’s Members section.
Select the users you want to add to the team.
Confirm the selected members are included in the team.
6. Edit or archive the team
Update the team name if needed.
Use the archive option to archive the team completely when it is no longer needed.
7. Invite a new user
Click the Invite User button in the top-right corner.
Enter the user’s:
Email
First name
Last name
Assign the user’s role.
Click Send Invitation to email them an invite to join your Ricavi account.